WI

Wintrust Investments Portfolio holdings

AUM $114M
1-Year Est. Return 21.99%
This Quarter Est. Return
1 Year Est. Return
+21.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.04B
AUM Growth
-$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$9.55M
2
+$8.66M
3
+$8.42M
4
HD icon
Home Depot
HD
+$7.18M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.4M

Top Sells

1
+$8.95M
2
+$8.89M
3
+$8.63M
4
PYPL icon
PayPal
PYPL
+$5.57M
5
GILD icon
Gilead Sciences
GILD
+$4.34M

Sector Composition

1 Financials 11.75%
2 Technology 11.74%
3 Communication Services 8.28%
4 Healthcare 6.61%
5 Consumer Discretionary 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$222K 0.02%
4,299
-305
377
$219K 0.02%
+3,119
378
$218K 0.02%
1,599
+103
379
$217K 0.02%
+3,364
380
$217K 0.02%
811
+51
381
$215K 0.02%
2,444
+80
382
$213K 0.02%
+3,165
383
$212K 0.02%
6,475
-150
384
$211K 0.02%
6,645
-9
385
$210K 0.02%
+1,482
386
$210K 0.02%
15,100
-1,100
387
$209K 0.02%
1,696
-94
388
$208K 0.02%
3,210
389
$204K 0.02%
5,575
-86
390
$204K 0.02%
4,228
+31
391
$203K 0.02%
18,382
+14
392
$202K 0.02%
5,238
-115
393
$201K 0.02%
+2,368
394
$198K 0.02%
17,216
395
$196K 0.02%
14,578
+430
396
$184K 0.02%
11,153
+307
397
$183K 0.02%
10,757
+163
398
$170K 0.02%
12,923
399
$169K 0.02%
15,507
-12,118
400
$135K 0.01%
14,062
+125
14 15
16
17 18